Meld Financial, Inc.

Meld Financial, Inc. (CRD# 118896) is a financial advisory firm headquartered in Birmingham, AL. They manage $585,944,667 in 1,516 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    586
    MILLION
  • Total Number of Accounts
    1,516
    ACCOUNTS
  • Average Account Value
    $386,507
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL, GA, IN, LA, MS, NC, NE, NY, SC, TN, TX, VA

Financial Advisors at Meld Financial, Inc.
Showing 11 - 11 of 11 top financial advisors.
11
William D. Connor
CRD#: 5364354
3008 Pump House Rd., Birmingham, AL 35243

William Connor (CRD# 5364354) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has over 14 years of experience in the finance industry.

PREV ... 1 2
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.